Summary
Overview
Work History
Education
Skills
Timeline
AccountManager
Yan Lam

Yan Lam

Tai Wai

Summary

Dynamic financial planner with a proven track record at AIA Group Limited, excelling in client relationship development and insurance planning. Adept at problem-solving and delivering tailored solutions, I consistently achieved sales targets while enhancing customer satisfaction through exceptional service and effective communication.

Overview

16
16
years of professional experience
1
1
Language

Work History

Financial Planner

AIA Group Limited
11.2024 - Current

Customer Service & Sales Executive

EvMega Technology Limited
10.2023 - Current

- Provide EV charging solutions to clients (B2C)

- Liaise and coordinate with property management in order to fulfill the requirement of each parties

- Document works like preparing proposals and quotations

- Reply enquires and solving the EV charging issues for clients in a professional manner through hotline, WhatApps and e-mails.

Senior Client Advisor

Gucci
03.2019 - 02.2020
  • Delivered timely reports on portfolio performance, keeping clients informed about progress toward their goals.
  • Stayed up-to-date on industry trends, ensuring current knowledge of best practices in wealth management and financial planning.
  • Resolved complex client concerns promptly, maintaining trust and loyalty in the advisory relationship.
  • Performed in-depth analyses of clients'' financial situations, enabling tailored recommendations for optimal investment strategies.

Sales Associate

CÉLINE
04.2017 - 11.2019
  • Built relationships with customers to encourage repeat business.
  • Solved customer challenges by offering relevant products and services.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.

Sales Associate

Dior
07.2013 - 03.2017
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Engaged with customers to build rapport and loyalty.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.

Sales Associate

Esprit
04.2010 - 05.2012
  • Rotated stock and restocked shelves to maintain product availability and store appearance.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.

Education

Social Media & Digital Marketing (QF Level 4)

HKU SPACE

Skills

Sales acumen

Timeline

Financial Planner

AIA Group Limited
11.2024 - Current

Customer Service & Sales Executive

EvMega Technology Limited
10.2023 - Current

Senior Client Advisor

Gucci
03.2019 - 02.2020

Sales Associate

CÉLINE
04.2017 - 11.2019

Sales Associate

Dior
07.2013 - 03.2017

Sales Associate

Esprit
04.2010 - 05.2012

Social Media & Digital Marketing (QF Level 4)

HKU SPACE
Yan Lam